Under the epidemic, technology companies have highlighted

[] The new crown pneumonia epidemic situation has brought a huge impact on the global economy. However, from the release of the monthly financial report, the digital transformation of the science and technology theme stocks has developed opportunities in the crisis. Market Research Institute FactSet Research System Company Recently announced report show that as of May 1st, 55% Standard & Poor’s 500 stock index ingredients have announced a quarter performance, and the best performance performance is required for consumer plates, information Technology sector and medical health sector. In recent years, the FAANG combination (Facebook, Amazon, Apple, Naisa and Alphabet) and Microsoft’s performance showed that the real economic shrinkage has declined, but the acceleration of digital transformation These companies bring important support. However, due to the duration of the new crown pneumonia, there is still an uncertainty, and how much permanent changes have not been known to the extent, the scientific and technological subject stocks are facing a big uncertainty in the future. . The performance of different technology companies and different business sections is not the same.

  Due to the substantial growth of cloud service revenue, Microsoft’s operating income and earnings per share were 15% and 23%, respectively.

  Apple achieved $ 58.3 billion in operating income in a quarter, higher than the market expectation of $ 58 billion in the same period last year.

The CEO of Apple said that in February, there was a very significant decline in performance, and some rebounds began in March, and the rebound was further expanded in April.

Although there is confidence in the long-term prospects of the business, predictability and determinism is still lacking in the next two months.

  As the alphabet company, the alphabet company of Google’s Pharma has increased by 13% year-on-year, and the earnings per share decreased by the dilution. Alphabet company chief financial officer Duquel Polate said, although people use more search engines, but also reduced commercial themes, advertisers are also cutting expenses.

Although it is strong from January to February, the advertising income in March has declined significantly, and the sales revenue in the second quarter is expected to have a significant decline. Most of the income from advertising business has achieved billion dollar operating income in a quarter, an increase of 18% year-on-year, higher than the market expectation. Facebook indicates that the company’s last three weeks of advertising and advertising pricings have declined in the last three weeks of advertising. However, the first three weeks before April, the advertising business has a status of stabilizing, and it is basically the same as the same period last year.

  Amazon achieved billion dollars operating income in the first quarter, higher than the market expected billion dollars and $ 59.7 billion last year, but only achieved profits per share. The Amazon Chief Financial Officer Brian Osawi, said that the upstream logistics speed is slower than the Amazon logistics speed, the largest problem in the second quarter is to fully meet the needs and orders. Because online shopping demand has increased significantly, Amazon has hired 10,000 employees, which is a rare highlight of the United States due to unemployment of the epidemic. At the same time, although the fall in March, the growth rate of Amazon advertising business remains substantially stable. Nafei, a smaller volume, realized billion dollar operating income, increased by year-on-year, in line with market expectations. Because people have selected home during people’s epidemics, Nafei’s service payment subscribers increased significantly by 15.77 million in the first quarter, far exceeding its previously expected 7 million people. Nafei clearly stated that the significant increase in new payment users in the first quarter is temporary. Once the home life is over, the user usage and business growth will slow down.